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Financial Planning

Personal finance: sustainable budgeting tips to stretch your money in 2025
Business
/ 2 January 2025

Personal finance: sustainable budgeting tips to stretch your money in 2025

Consumers should spend cautiously, despite the positive outlook for the year

By Aarti Bhana
Two-pot a R4bn bonanza for Sars
Business
/ 13 October 2024

Two-pot a R4bn bonanza for Sars

Many South Africans are relying on the new two-pot retirement system for immediate financial relief

By Anathi Madubela
Wills Month: Planning for tomorrow
Partner Content
/ 23 August 2024

Wills Month: Planning for tomorrow

Secure your legacy through estate planning this September

By Jamaine Krige
The psychology of offshore investing: Understanding and overcoming behavioural biases
Partner Content
/ 31 October 2023

The psychology of offshore investing: Understanding and overcoming behavioural biases

An adviser brings an external, objective perspective to the investor’s financial plan

By Brandon Naidoo
Retirement on your terms: Mastering the art of saving in a tough economy
Partner Content
/ 27 September 2023

Retirement on your terms: Mastering the art of saving in a tough economy

A financial adviser allows you to take care of today’s financial responsibilities while also being able to save for the future

By Old Mutual
Being money savvy when young can contribute to a financially secure future
Partner Content
/ 29 August 2023

Being money savvy when young can contribute to a financially secure future

Five financial blindspots to steer clear of

By Tlalane Ntuli
Blockchains and bitcoins, a wealth manager’s perspective
Opinion
/ 28 April 2021

Blockchains and bitcoins, a wealth manager’s perspective

Investors need to understand what they’re getting into when buying cryptocurrency. In short, it’s a risky, unregulated asset class

By Adriaan Pask
Few wealthy families employ a philanthropic strategy
Opinion
/ 9 March 2021

Few wealthy families employ a philanthropic strategy

Having a formal plan in place helps families and trusts to assist others more efficiently when crisis strikes

By Johan van Zyl
No image available
Article
/ 20 June 2011

A health check for your financial plan

It is halfway through the year and a good time to give your financial plan a health check.

By Andrew Warren
No image available
Article
/ 7 February 2011

How to find a good financial adviser

The consequences of bad advice can be detrimental to your finances, so it is worth doing your homework.

By Maya Fisher French
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Article
/ 31 January 2011

Blue Monday

If your Monday was feeling a bit bluer than normal, there could be a good reason for it. Financially it may have been your toughest day.

By Andy Gilder
No image available
Article
/ 31 January 2011

Investing vs paying off debt

Should you sell a property to pay off your home or use it to build an investment?

By Maya Fisher French
No image available
Article
/ 29 October 2010

Balancing income and growth

Where do I invest my mother’s money to get the best income and should we consider a trust?

By Maya Fisher French
No image available
Article
/ 27 October 2010

The value of ‘stuff’

Our "stuff" is worth a fraction of what we pay for it so why do we buy it on credit — or even buy it at all?

By Maya Fisher French
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Article
/ 13 October 2010

Avoiding high fees in retirement

Dave wants to find a less expensive way of investing his retirement annuity into a living annuity.

By Maya Fisher French
No image available
Article
/ 23 September 2010

Creating wealth

Working abroad? Use the opportunity to build up offshore assets.

By Maya Fisher French
No image available
Article
/ 2 September 2010

Write down your goals and dreams

How just writing down what you want from life can make it happen.

By Maya Fisher French
No image available
Article
/ 24 August 2010

The financial vulnerability of women

Single mothers make up 75% of women in debt counselling.

By Maya Fisher French
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Article
/ 24 August 2010

Where to put that extra cash

Should you use your extra money to pay off your bond, buy a second property or start saving for a family?

By Maya Fisher French
No image available
Article
/ 4 August 2010

The financial coach

Financial coach Linda Smith gives advice to a client who earns well but just can’t come out at the end of each month.

By Fiona Zerbst
No image available
Article
/ 16 July 2010

The secret to savings

A recent survey revealed the secret behind successful savers: it is not about having "enough" money or having no debt, it is about having a plan.

By Maya Fisher French
No image available
Article
/ 11 February 2009

A matter of will

Make sure your final wishes will be carried out in a simple, practical manner.

By Staff Reporter
Budget’s the new buzz word
Article
/ 3 February 2009

Budget’s the new buzz word

Cut out the excess and stick to the essentials for 2009. What a budget really means is spending less than you earn and saving the balance.

By Maya Fisher French
No image available
Article
/ 15 December 2008

The key to surviving the festive season

A positive financial plan will ensure a good start to 2009, writes Maya Fisher-French.

By Maya Fisher French

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